Cover Planning for the future ahead with UnionBank (Photo: courtesy of UnionBank)
Planning for the future ahead with UnionBank (Photo: courtesy of UnionBank)
1 / 1
UnionBank
At UnionBank Wealth, the right guidance and solutions empower clients to move forward at every stage of their wealth journey
Looking at the future with eyes of uncertainty is not paranoia nor pessimism; rather, it is more like prudence. For how can you guarantee that the life you’ve led and the legacy you’ve built continue on? Tatler talks to Gauraw Srivastava, Union Bank of the Philippines head of wealth management, about how one can best prepare for the future.
Two decades of experience in various positions across multiple leading financial institutions in Vietnam and India define Srivastava. “In all these experiences, what has remained consistent for me is the importance of building a platform that supports clients as their wealth evolves”, he explains, “ensuring they have the right guidance and solutions at every stage of their financial journey.”
In case you missed it: Building your future with UnionBank
Above Union Bank of the Philippines head of wealth management Gauraw Srivastava (Photo: courtesy of UnionBank)
Union Bank of the Philippines head of wealth management Gauraw Srivastava (Photo: courtesy of UnionBank)
1 / 1
How each person’s wealth journey unfolds varies greatly; various circumstances and realities may prompt them to take different actions and reactions. “For many, the starting point is financial stability,” Srivastava explains. “It’s having that sense of security and being able to support themselves and their families comfortably.” Notably, he finds it encouraging that younger clients are deciding to take these steps sooner rather than later.
“Eventually, the conversation becomes much more about preservation and legacy,” he elaborates. “It’s less about ‘how much more can I grow’ and more about ‘how do I protect what I’ve built, and how do I pass it on to my next generation?’”
See more: Front & Female Awards Philippines 2026: the nominees driving progress for women and girls
Above UnionBank Wealth is purposefully designed for every stage of your wealth journey (Photo: courtesy of UnionBank)
UnionBank Wealth is purposefully designed for every stage of your wealth journey (Photo: courtesy of UnionBank)
1 / 1
The different segments of UnionBank Wealth are purposefully designed to address one’s needs as the situation dictates. Relationship managers and advisors work tirelessly to interpret your needs. They leverage technology, but are not beholden to it, acknowledging that a human hand is needed to properly guide clients. “UnionBank Access is designed for those just beginning,” Srivastava explains. “It focuses on providing the tools, guidance and confidence clients need to take their first steps and build a strong financial foundation.”
UnionBank Elite is geared towards those who have already accumulated a greater degree of wealth, and are looking to take it further. One’s choices are diversified with broader investment options and strategies.
“UnionBank Private is for clients thinking beyond accumulation,” Srivastava remarks. “It’s for clients thinking beyond accumulation and toward preservation, structure and legacy.” Advisories become far more deeply personal and tailored.
Above Prepare for uncertainties, goals and milestones (Photo: courtesy of UnionBank)
Prepare for uncertainties, goals and milestones (Photo: courtesy of UnionBank)
1 / 1
While separate, these segments form the whole of UnionBank Wealth. It is a connected ecosystem that seamlessly and naturally connects from one to the next. “At the end of the day, our vision is quite simple,” Srivastava declares. “We want to be a consistent and trusted partner throughout our clients’ entire wealth journey. We want to be there every step of the way.”
Visit unionbankph.com/wealth/elite for more information
NOW READ
A journey into Filipino folklore: DreamWorks unveils ‘Forgotten Island’
About
Tobias wants to write things that make people think, laugh, and reflect. He’s especially proud when he can sneak in a cheeky pop-culture reference or a pun in his titles and articles.
He possesses a deep love of history, resulting from years of books, games, and museum visits. It was this fascination with the human endeavour that fostered his love of writing, spanning genres, tones, and moods. He one day hopes to write a novel—he just hasn't decided on a genre yet. A certified homebody, you'll often find him on the computer he built himself, binge-watching Seinfeld or House, playing his favourite gacha game, or reading a book.
Work
Tobias is a features writer that specialises in branded content. Reach out to him at tobias.tomas@tatlerasia.com.
